Still looking for that Excel sheet forproject budget?utilization?P&L report?invoice?staffing?project tracking?resources?timesheet?rates card?financial forecast?
Skip it!
Manage and forecast agency resources, projects, traffic, utilization and profitability in real-time with a single platform.
Take seconds to match employees with projects based on their skills
- DashboardInstantly access detailed profiles to find the right fit for your projects based on employee skills, position, and more.
- ProfilesEmpower team management with enriched employee profiles.
- Career LogsGain insights into an employee`s career journey.
- CV HistorySave edited versions in a CV history for reusability.
- CV ManagementGenerate and download up-to-date CVs with ease, offering flexibility to customize for client’s specific needs while maintaining core profile integrity.
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- DashboardInstantly access detailed profiles to find the right fit for your projects based on employee skills, position, and more.
- ProfilesEmpower team management with enriched employee profiles.
- Career LogsGain insights into an employee`s career journey.
- CV HistorySave edited versions in a CV history for reusability.
- CV ManagementGenerate and download up-to-date CVs with ease, offering flexibility to customize for client’s specific needs while maintaining core profile integrity.
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Monitor real-time margins and agreement statuses
Monitor real-time margins and agreement statuses
- Project DashboardTrack project status, fees and engagement. Apply filters for a suitable view.
- Project Overview PageAccess comprehensive project details and manage contracts in one place.
- BudgetingExperiment with budgets, optimize income and costs for most profitable offerings
- Commercial Terms & Term HistoryAdd staffing to projects through commercial terms, that includes start and end dates, staff’s engagement and commercial details. Margins for each term is calculated and stored in history chronologically.
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Automate invoice generation - eliminate human error
- Invoice Statuses & Revenue DashboardTrack the payment statuses of generated invoices and realized revenue using customizable filters. Simplify your financial management.
- InvoicingGenerate invoices with automatic financial calculations based on project’s commercial terms, time-offs, and related data.
- Approval flowInvoices are sent to the finance team for approval. Once approved, you receive a notification and a PDF.
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- Invoice Statuses & Revenue DashboardTrack the payment statuses of generated invoices and realized revenue using customizable filters. Simplify your financial management.
- InvoicingGenerate invoices with automatic financial calculations based on project’s commercial terms, time-offs, and related data.
- Approval flowInvoices are sent to the finance team for approval. Once approved, you receive a notification and a PDF.
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Know where your utilization stands and forecast future demand-capacity sync
Know where your utilization stands and forecast future demand-capacity sync
- Traffic managementEffortlessly manage employee resources, project timelines, and time-offs. Monitor utilization rates and access analytics. Gain control over engagement start and end dates. Apply filters for a comprehensive resource management experience.
- StaffingOffering a comprehensive list of staffing and individual availabilities, empowering instant staffing decisions.
- FilterIn our traffic management system, we offer versatile filters for your dashboard and tables, including `Dates` to ensure accuracy in different periods.
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Drive strategic decisions with precise financial forecasts and analytics
- Revenue & Income ComparisonCompare expected revenue with actual income, identifying discrepancies and their causes.
- Project Revenue & MarginsMonitor monthly revenue, break down per-project earnings, analyze costs, calculate margins, and track profit, gaining valuable financial insights.
- ForecastingUtilize real project data for detailed insights into upcoming revenue, costs, and margins.
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- Revenue & Income ComparisonCompare expected revenue with actual income, identifying discrepancies and their causes.
- Project Revenue & MarginsMonitor monthly revenue, break down per-project earnings, analyze costs, calculate margins, and track profit, gaining valuable financial insights.
- ForecastingUtilize real project data for detailed insights into upcoming revenue, costs, and margins.
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Efficiently manage billable employee time offs and impacted invoices
Efficiently manage billable employee time offs and impacted invoices
- Time-off managementhandle various leave requests, including vacation and parental leave, using an intuitive dashboard and streamlined approval workflow.
- Excluding from invoiceCustomize time-off inclusion in invoices for billable employees, ensuring transparent management and precise invoice.
- Approval flowAutomatically assign approvers for requested time-offs based on the role and current project.
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Skippit - story behind the unsung hero
Managing agency operations is hard. Having grown ours from four to several hundred people, we know the pain. We have been there and tried it all: spreadsheet wizardry? Sticking various software together? Filling the missing gaps with custom tooling?
Searching through multiple spreadsheets and switching between several software systems to get answers for simple questions was no fun, but what was even worse was that many important questions hardly had any reliable answers let alone the real-time ones: what’s the profitability of the project? who’s available to staff a new project? is this report updated? You’ve also been there and done that. So you know the feeling. Through our pain, Toolie was born. A single software to manage all of agency operations.
And transform the lives of
- CEOs
- Finance experts
- Project managers
- Sales teams
- HR teams
- Operation team